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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Stride, Inc. Common Stock
(NY:
LRN
)
85.61
-1.08 (-1.25%)
Streaming Delayed Price
Updated: 12:33 PM EST, Mar 5, 2026
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Minnesota Virtual Academy Celebrates Class of 2022 with a Long-Awaited Commencement Ceremony
June 10, 2022
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Students From Washington Virtual Academy to Be Celebrated with the Online and In-Person Graduation Ceremonies They Earned
June 09, 2022
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Insight School of Minnesota Celebrates Class of 2022 With a Long Awaited Commencement Ceremony
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June 09, 2022
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June 09, 2022
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Texas Online Preparatory School Celebrates Class of 2022 Commencement
June 08, 2022
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June 07, 2022
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Business Wire
Students From Wisconsin Virtual Schools to Be Celebrated With the In-Person Graduation Ceremony They Earned
June 06, 2022
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Students From Indiana Gateway Digital Academy To Be Celebrated with the In-Person Graduation Ceremony They Earned
June 03, 2022
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Via
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For Students from Passport Academy, the Dream of Graduation is Now a Reality
June 03, 2022
From
Stride, Inc.
Via
Business Wire
Students From Indiana Digital Learning School To Be Celebrated with the In-Person Graduation Ceremony They Earned
June 02, 2022
From
Stride, Inc.
Via
Business Wire
Students From California Virtual Academies To Be Celebrated with the In-Person Graduation Ceremonies They Earned
June 02, 2022
From
Stride, Inc.
Via
Business Wire
Students From Three Online Schools in Oregon To Be Celebrated with the Virtual Graduation Ceremony They Earned
June 02, 2022
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Via
Business Wire
Two Stride-Powered Schools Win Ohio Auditor of State Awards for Fiscal Transparency
June 02, 2022
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Business Wire
Seniors From Ohio Virtual Academy Set to Take Charge of Their Future
June 02, 2022
From
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Via
Business Wire
Virginia Virtual Academy Students Are Ready to Take Charge of Their Future
June 02, 2022
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Business Wire
Students From Cyber Academy of South Carolina To Be Celebrated with In-Person Graduation Ceremony They Earned
June 02, 2022
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Via
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Iowa Virtual Academy Students are Ready to Take Charge of Their Future
June 02, 2022
From
Stride, Inc.
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For Students From Ohio Digital Learning School, the Dream of Graduation Is Now a Reality
June 01, 2022
From
Stride, Inc.
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Students From Michigan Virtual Charter Academy Graduates To Be Celebrated
June 01, 2022
From
Stride, Inc.
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Business Wire
Students From Maine Virtual Academy To Be Celebrated with a Virtual Graduation Ceremony
June 01, 2022
From
Stride, Inc.
Via
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iQ Academy Minnesota Celebrates Class of 2022 With Well- Deserved Commencement Ceremony
June 01, 2022
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Goshen Health Taps MedCerts to Solve Healthcare Talent Shortage
June 01, 2022
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Florida Cyber Charter Academy Students are Ready to Take Charge of Their Future
June 01, 2022
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May 31, 2022
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Digital Academy of Florida Students Embrace the Future
May 31, 2022
From
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Via
Business Wire
Students From Michigan Great Lakes Virtual Academy To Be Celebrated with the In-Person Graduation Ceremony They Earned
May 31, 2022
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Stride, Inc.
Via
Business Wire
Online Students from Arizona To Be Celebrated with the In-Person Graduation Ceremony They Earned
May 25, 2022
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Stride, Inc.
Via
Business Wire
Online Students from New Mexico To Be Celebrated with the In-Person and Virtual Graduation Ceremonies They Earned
May 25, 2022
From
Stride, Inc.
Via
Business Wire
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